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Latest TLW Wealth Management, LLC Stock Portfolio

TLW Wealth Management, LLC Performance:
2025 Q4: 4.34%YTD: 14.16%2024: 24.87%
Performance for 2025 Q4 is 4.34%, and YTD is 14.16%, and 2024 is 24.87%.

About TLW Wealth Management, LLC and 13F Hedge Fund Stock Holdings

TLW Wealth Management, LLC is a hedge fund based in Indian Rocks Beach, FL. On 2026-02-05, the fund reported it's updated stock portfolio. In the 13F Holdings report, TLW Wealth Management, LLC reported an equity portfolio of $173.4 Millions as of 31 Dec, 2025.

The top stock holdings of TLW Wealth Management, LLC are GOOG, , MSFT. The fund has invested 15.6% of it's portfolio in ALPHABET INC and 11.3% of portfolio in BERKSHIRE HATHAWAY INC DEL.

They significantly reduced their stock positions in SELECT SECTOR SPDR TR (XLB), CROCS INC (CROX) and ALPHABET INC (GOOG). The fund showed a lot of confidence in some stocks as they added substantially to INTUIT (INTU), FASTENAL CO (FAST) and META PLATFORMS INC (META).

TLW Wealth Management, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that TLW Wealth Management, LLC made a return of 4.34% in the last quarter. In trailing 12 months, it's portfolio return was 14.16%.
  • Performance
  • S&P 500

New Buys

No new stocks were added by TLW Wealth Management, LLC

Additions

Ticker% Inc.
intuit46.41
fastenal co39.04
meta platforms inc4.65
tesla inc0.67
waste mgmt inc del0.33
costco whsl corp new0.09
Additions to existing portfolio by TLW Wealth Management, LLC

Reductions

Ticker% Reduced
select sector spdr tr-98.00
crocs inc-37.16
alphabet inc-5.17
berkshire hathaway inc del-5.16
microsoft corp-4.99
walmart inc-4.66
deere & co-3.7
apple inc-3.31
TLW Wealth Management, LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by TLW Wealth Management, LLC

Sector Distribution

TLW Wealth Management, LLC has about 23% of it's holdings in Consumer Cyclical sector.

Sector%
Consumer Cyclical23
Communication Services17.8
Technology17.5
Consumer Defensive15.4
Industrials14.9
Others11.4

Market Cap. Distribution

TLW Wealth Management, LLC has about 85.7% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
MEGA-CAP64.1
LARGE-CAP21.6
UNALLOCATED11.4
MID-CAP3

Stocks belong to which Index?

About 85.6% of the stocks held by TLW Wealth Management, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
S&P 50085.6
Others14.4
Top 5 Winners (%)%
XLB
select sector spdr tr
2554.7 %
GOOG
alphabet inc
28.1 %
MAR
marriott intl inc new
19.1 %
WMT
walmart inc
7.9 %
AAPL
apple inc
6.7 %
Top 5 Winners ($)$
GOOG
alphabet inc
6.2 M
WMT
walmart inc
1.3 M
XLB
select sector spdr tr
1.1 M
AAPL
apple inc
0.9 M
TJX
tjx cos inc new
0.7 M
Top 5 Losers (%)%
FAST
fastenal co
-16.0 %
HD
home depot inc
-15.0 %
META
meta platforms inc
-9.9 %
COST
costco whsl corp new
-6.8 %
MSFT
microsoft corp
-6.5 %
Top 5 Losers ($)$
MSFT
microsoft corp
-1.2 M
HD
home depot inc
-1.1 M
COST
costco whsl corp new
-0.7 M
META
meta platforms inc
-0.4 M
FAST
fastenal co
-0.1 M

TLW Wealth Management, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of TLW Wealth Management, LLC

TLW Wealth Management, LLC has 19 stocks in it's portfolio. About 87.9% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for TLW Wealth Management, LLC last quarter.

Last Reported on: 05 Feb, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions